Local No. 840 I.B.E.W. Group Insurance Plan — Form 5500 plan (Board Of Trustees Local No. 840 Ibew Health Insurance Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Local No. 840 I.B.E.W. Group Insurance Plan is a benefit plan reported by Board Of Trustees Local No. 840 Ibew Health Insurance Plan under EIN 33-1118241 and plan number 503. The latest loaded filing year is 2023. The filing reports 135 participants and $6,287,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local No. 840 Ibew Health Insurance Plan
- EIN
- 33-1118241
- Plan number
- 503
- Plan type
- 1
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $6,287,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241004143350NAL0019786688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,287,561
- Total liabilities (EOY)
- $99,640
- Net assets (EOY)
- $6,187,921
- Net assets (BOY)
- $5,024,995
Income & contributions
- Employer contributions
- $4,026,225
- Participant contributions
- $103,087
- Total contributions
- $4,129,312
- Total income / additions
- $4,254,209
Expenses & distributions
- Benefits paid
- $2,971,903
- Administrative expenses
- $119,380
- Total expenses
- $3,091,283
- Net increase / (decrease)
- $1,162,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibew Local 840 Pension Fund | RELATED BENEFIT PLAN | $75,330 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $13,950 | not reported in the loaded dataset | 2023 |
| Lifetime Benefit Solutions | NONE | $7,241 | not reported in the loaded dataset | 2023 |
| Robert Pizzo, Esq. | NONE | $6,233 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | NONE | $5,217 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local No. 840 Ibew Health Insurance Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Geneva, NY
- Ibew Local 840 Pension Fund — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Lifetime Benefit Solutions — Schedule C compensation
- Robert Pizzo, Esq. — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation